iShares Core Bal. ETF

XBAL-T

Analysis and Opinions about XBAL-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 24, 2020
(A Top Pick Jan 07/19, Up 13%) 40% fixed income, and 60% equity in Canadian, US and international. This portfolio is passive, and is rebalanced quarterly. It would be great in RRSPs. You can just own this and just continue.
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(A Top Pick Jan 07/19, Up 13%) 40% fixed income, and 60% equity in Canadian, US and international. This portfolio is passive, and is rebalanced quarterly. It would be great in RRSPs. You can just own this and just continue.
COMMENT
COMMENT
January 24, 2020
A 60-40 portfolio. They are theoretically designed to provide a 7% total return. He would recommend investors to look at portfolio returns as a whole. Capital gains is also a component of an investment strategy.
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A 60-40 portfolio. They are theoretically designed to provide a 7% total return. He would recommend investors to look at portfolio returns as a whole. Capital gains is also a component of an investment strategy.
DON'T BUY
DON'T BUY
May 13, 2019
XBAL-T or XGRO-T. Can either of these be a one-stop portfolio? They are good for a starting point but he could never recommend one for a retiree. Their views are not aligned with his firm's views. The weightings around the world are not aligned with what he calls his 'super-trend' views.
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XBAL-T or XGRO-T. Can either of these be a one-stop portfolio? They are good for a starting point but he could never recommend one for a retiree. Their views are not aligned with his firm's views. The weightings around the world are not aligned with what he calls his 'super-trend' views.
BUY
BUY
April 8, 2019
A simple single-ticket solution instead of buying a basket of ETFs. It's cheap and diversified. This may be too simple and not for everyone. It's good for people who find investing unsavoury.
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A simple single-ticket solution instead of buying a basket of ETFs. It's cheap and diversified. This may be too simple and not for everyone. It's good for people who find investing unsavoury.
TOP PICK
TOP PICK
February 7, 2019
You buy it once and you don't have to do anything else if you buy it in a registered account. You don't have to think. MER is 18 basis points. Very cheap.
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You buy it once and you don't have to do anything else if you buy it in a registered account. You don't have to think. MER is 18 basis points. Very cheap.
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